portefeuille (98.92)

Aixtron

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Here is a piece of advice I think you might want to consider. Do not bet on the share price of AIXG going down. Quite a few "caps" game players have made an "underperform" call on AIXG lately. Before selling this stock short or buying puts or selling calls on it make sure you have a good reason for doing it. Looking at some P/E or the chart is not enough in this case I am afraid. I will try to add some information in the comment section to this post.

The average eps estimate is currently at around 0.84 EUR for 2010 and 1.06 for 2011. Aixtron has quite a bit of "net cash" and closed Xetra trading at 25.455 EUR (AIXA:GR) and NASDAQ trading at 34.94 USD (AIXG) on 03/12/10.

I still think it is a very bad idea to have any kind of "short position" in Aixtron. So if you have one, sell your put options or cover your short position. You can think about restarting your short position once Aixtron makes a new all-time high, hehe ...

NEW YORK, Mar 15, 2010 (GlobeNewswire via COMTEX News Network) -- The NASDAQ OMX Group, Inc. (Nasdaq:NDAQ) and Clean Edge, Inc. announced today the results of the semi-annual evaluation of the NASDAQ(R) Clean Edge(R) Green Energy Index (Nasdaq:CELS), which will become effective with the market open on Monday, March 22, 2010.

The Index is designed to track the performance of clean-energy companies that are publicly traded in the U.S. The Index includes companies engaged in the manufacturing, development, distribution, and installation of emerging clean-energy technologies such as solar photovoltaics, biofuels and advanced batteries. The five major sub-sectors that the index covers are Renewable Electricity Generation, Renewable Fuels, Energy Storage & Conversion, Energy Intelligence and Advanced Energy-Related Materials. The securities must also meet other eligibility criteria which include minimum requirements for market value, average daily share volume, and price. The Index is evaluated on a semi-annual basis in March and September. For more information about the NASDAQ Clean Edge Green Energy Index, including detailed eligibility criteria, visit https://indexes.nasdaqomx.com/.

Veeco Instruments (VECO) shares are trading sharply higher after a bullish note this morning from J.P. Morgan analyst Christopher Blansett, who repeated his Overweight rating and $75 target price on the LED manufacturing equipment company’s stock, which closed Friday at $43.99.

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He says weakness in the shares is likely to be short-lived “as we expect news flow over the next few months to be positive for LED demand and drive upside revisions [to] unit demand for LED backlighting and general lighting applications.He points out that the market for MOCVD equipment - metal-organic chemical vapor deposition - which is used to create LEDs is a duopoly shares by Veeco and Aixtron (AIXG). “Instead of being concerned about share between Veeco and Aixtron, we think investors should view the market as a duopoly, where neither play is willing to lower price in order to gain share,” he writes. “We think this is a more favorable scenario than exists in most other tech hardware sectors, where a large number of competitors are continually undercutting each other in order to gain share.”

LONDON (MarketWatch) -- European chip stocks were downgraded by J.P. Morgan Cazenove, which argued that it's too risky to stay invested for the last potential leg of re-stocking. Euro weakness wil reduce demand for dollar-produced electronics, Chinese demand could slow in the second half on cooling measures, the strong build of TVs ahead of the World Cup could result in an inventory overhang and solar-related demand may soften on German subsidy cuts due July 1. Aixtron and Infineon Technologies were cut to neutral from overweight, and ARM Holdings was cut to underweight from neutral.